Canopy Practice Management is designed to help accounting firms keep all parties on the same page. It includes essential tools for enabling communication between clients and your team.
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Intergy EHR
Score2.4 out of 10
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Intergy offers ambulatory practices a specialty-focused EHR and practice management solution. With Intergy’s tools, users can manage chronic conditions, capture payer incentives, and thrive in the world of value-based care. The ONC-certified solution has consolidated functionality that simplifies notation, automates tasks, and streamlines workflows. The Intergy ecosystem of products also includes telehealth, remote patient monitoring, chronic care management, patient portal, patient…
If you want to have an all in one solution for managing you clients (from sales lead to loyal client) this is the answer. We rarely have to use other systems to take a client from a lead to completing their taxes or representation case. It's also given us the freedom to switch our business model to focus on value added pricing and shift to be an advisory focused firm. If you want to pump out hundreds of returns and don't care about managing your clients on a long term basis because you're a quantity over quality shop, you may not find value in the software.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
How well is the product customizable for workflow modifications for my clinic? Does the result flow easily for the provider or are there many chunky clicks required? (i.e. one modification to a workflow between the nurse and provider requires 27 clicks.. ok this accomplished the workflow that was needed but at what cost?) Can your system produce customized reports on the fly, is the data real time or lagging? Can the system be tuned in terms of document/note templates and the Graphic User Interface forms so a particular practice/provider/speciality needs can be taken into account?
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
As TheCPATaxProblemSolver, Canopy is a great timesaver in helping me complete IRS Offer In Compromises. An Offer in Compromise (OIC) is an IRS program that allows taxpayers to settle their liabilities for less than the full amount owed.
I use analytics contained in the state-of-the-art Canopy tax resolution software to calculate smart recommendations based on each unique case to arrive at the best solution and prepare successful cases.
Canopy tax has an all in one practice management software. It features Customer Relationship Management (CRM), Document Management, Workflow Management, as well as Billing and Invoicing
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Health Reminders- for different patient needs or preventive care/screenings. For example patients who have a diagnosis of Diabetes- their health reminders will show if they need an A1c, foot exam, eye exam, etc. and when it was last performed
Orders Tracking- This helps nursing staff make notes on referrals or orders and they are able to look at the order tracking section for all patients and filter it by provider, order type, status, etc. to know what needs to be followed up on or what has been completed and so forth...
Tasks- This is a nice feature that has many different options for use. It can be used internally to send a quick message to another user, a phone message, billing message, and any task gives you the option to make it "patient related" if necessary. It can be used by the providers when they make an order they can then send it to the nurse to complete. Lots of different ways for Tasks to be used
Connectivity with Outlook for email tracking - the connection is sometimes lost and there is no notification. You just look for your email trail and there is nothing.
Electronic signatures for multiple contacts on one document with some fields being optional would be a great help.
Being able to see contact transcripts in the client record view versus just the transcript screen would be more efficient.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Sometimes, Intergy tends to crash on occasion, which is understandable.
Also, when checking for insurance eligibility, sometimes Intergy will not accept a specific insurance card and I have to call up the insurance to make sure the patient is eligible for coverage. It would be nice if more types of insurances could be added.
When creating recalls for patients to remind them to visit, sometimes the system does not cooperate properly.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Usually they are very helpful. I would prefer they do some of the actual changes I am requesting instead of having me do the work. I feel that they could walk you through it, instead of letting you figure out the desired results on your own.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Canopy works efficiently for all the companies, more so the CPA firms and other programs have no such advancement. The existence of an individualized client portal from Canopy is a remarkable step. Canopy records the due dates for a project and checks them when they are near or notifies the user.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We moved from Intergy to athenaCollector and athenaClinicals. Athena is cloud-based, meaning we can access it from any location that has internet. My staff misses the ease of scheduling in Intergy, but the accountability of users' productivity is amazing. We had more control over document classification with Intergy, but sometimes that's a double-edged sword. When some people label a document "MRI-Lumbar spine" and others call it "Lumbar Spine MRI," there is some redundancy and sometimes important documents get missed.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
